Carson Wealth (CWM LLC)’s MainStreet Bancshares MNSB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MNSB Stock Details MNSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.84K	Buy	173 +64	+59%	+$1.38K	﹤0.01%	5116
2025 Q4	$2K	Sell	109 -102	-48%	-$1.99K	﹤0.01%	5106
2025 Q3	$4K	Buy	+211	New	+$4.44K	﹤0.01%	4831
2024 Q3	–	Sell	-68	Closed	-$1K	–	5021
2024 Q2	$1K	Buy	68 +41	+152%	+$691	﹤0.01%	4422
2024 Q1	$0	Sell	27 -15	-36%	-$294	﹤0.01%	4573
2023 Q4	$1K	Buy	42 +38	+950%	+$813	﹤0.01%	3981
2023 Q3	$0	Buy	+4	New	+$91	﹤0.01%	4394

Other funds holding MNSB

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MNSB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its MainStreet Bancshares (MNSB) stake by 59% in Q1 2026, buying an estimated $1.38K and bringing the position to 173 shares worth $3.84K. The position accounts for ﹤0.01% of the portfolio, ranked #5116.

Carson Wealth (CWM LLC) first reported a position in MNSB in Q3 2023 and has held it in 7 quarters since. The position peaked at $4K in Q3 2025. 84 funds tracked by Wall St. Rank hold MNSB as of Q1 2026.

Carson Wealth (CWM LLC) held 173 shares of MainStreet Bancshares worth $3.84K as of Q1 2026.
Carson Wealth (CWM LLC) bought 64 MainStreet Bancshares shares in Q1 2026, an estimated $1.38K.
MainStreet Bancshares made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5116 holding.
Carson Wealth (CWM LLC) first reported a position in MainStreet Bancshares in Q3 2023 and has held it in 7 quarters since.
Carson Wealth (CWM LLC)'s MainStreet Bancshares position peaked at $4K in Q3 2025.
84 funds tracked by Wall St. Rank held MainStreet Bancshares as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.